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Create integrations between Roam and Brex to automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.
Connect Roam and Brex to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.
Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action
Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Text
      Required
    • Bot Code
      Required
    • Bot Name
      Required
    • Group Name
      Required
    Action
    Write
  • Brex triggers, actions, and search
    Transfer Failed

    Triggers when a transfer has failed

    Trigger
    Instant
    Try It
    • Budget Name
      Required
    • Budget Description
    • Parent Budget ID
    • Owner User IDs
    • Member User IDs
    • Period Type
      Required
    • Limit Amount
      Required
    • Currency
    • Limit Type
      Required
    • Spend Type
      Required
    • Start Date
    • End Date
    • Limit Visibility
      Required
    Action
    Write
    • First Name
      Required
    • Last Name
      Required
    • Email
      Required
    • Manager
    • Department
    • Location
    • User Role
    Action
    Write
  • Brex triggers, actions, and search
    Pending Card Transactions

    Triggers when a card has pending transactions

    Trigger
    Instant
    Try It
  • Brex triggers, actions, and search
    Transfer Processed

    Triggers when an incoming or outgoing transfer has been processed

    Trigger
    Instant
    Try It
    • User
      Required
    • Card Name
    • Card Type
      Required
    Action
    Write
    • Company Name
      Required
    • Email
      Required
    • Phone
    • Payment Type
    Action
    Write
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About Roam
Send notifications to Roam, your Cloud HQ.
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  • Communication
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brex logo
About Brex
Handle your company’s deposits, payments, credit cards, spend management, and accounting in one place. Brex makes it refreshingly easy to see how your money’s being used and control how it’s spent.
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